FUNDS MANAGEMENT

Financial planning

Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....

Editorial

Australian Unity has wrapped up the last financial year in a healthy state revealing that it made a record profit of $43 million based on good performance from its health...

People & Products

Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...

Financial planning

ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Financial planning

Online financial services provider Snowball Group has struck a deal with Fleet Capital with the latter purchasing all its shares and options, resulting in a capital boost...

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

Richard Nunn has assumed the role of general manager of IOOF's retail funds management division....

Editorial

Stock market analysts and the media often discuss the next opportunities in sectors of the Australian market. Stuart Engel asks whether they may be missing the point. S...

Financial planning

Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...

Financial planning

Advance has built a name for itself as a consistent performer as a value manager. But all that is about to change, writes Stuart Engel. ...

Financial planning

Financial planners and investment professionals are advised to examine their professional indemnity insurance policies under new light shed by the Financial Services Refo...

Editorial

Financial services has always been a solid bet for making big money in terms of salary and the funds management industry has confirmed that in the 2001 Hays Salary Survey...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 21 hours ago